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User's Guide for Oracle Business Intelligence Mobile 11g Release 1 (11.1.1)
E25318-02
May 2012 Explains how to use the mobile application of Oracle Business Intelligence Enterprise Edition to organize and present data for making critical and timely business decisions.
Oracle Fusion Middleware User's Guide for Oracle Business Intelligence Mobile, 11g Release 1 (11.1.1) E25318-02 Copyright 2010, 2012, Oracle and/or its affiliates. All rights reserved. Primary Author: Cammy Moore Contributor: Oracle Business Intelligence Mobile development, product management, and quality assurance teams This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws. Except as expressly permitted in your license agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license, transmit, distribute, exhibit, perform, publish, or display any part, in any form, or by any means. Reverse engineering, disassembly, or decompilation of this software, unless required by law for interoperability, is prohibited. The information contained herein is subject to change without notice and is not warranted to be error-free. If you find any errors, please report them to us in writing. If this is software or related documentation that is delivered to the U.S. Government or anyone licensing it on behalf of the U.S. Government, the following notice is applicable: U.S. GOVERNMENT END USERS: Oracle programs, including any operating system, integrated software, any programs installed on the hardware, and/or documentation, delivered to U.S. Government end users are "commercial computer software" pursuant to the applicable Federal Acquisition Regulation and agency-specific supplemental regulations. As such, use, duplication, disclosure, modification, and adaptation of the programs, including any operating system, integrated software, any programs installed on the hardware, and/or documentation, shall be subject to license terms and license restrictions applicable to the programs. No other rights are granted to the U.S. Government. This software or hardware is developed for general use in a variety of information management applications. It is not developed or intended for use in any inherently dangerous applications, including applications that may create a risk of personal injury. If you use this software or hardware in dangerous applications, then you shall be responsible to take all appropriate failsafe, backup, redundancy, and other measures to ensure its safe use. Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of this software or hardware in dangerous applications. Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners. Intel and Intel Xeon are trademarks or registered trademarks of Intel Corporation. All SPARC trademarks are used under license and are trademarks or registered trademarks of SPARC International, Inc. AMD, Opteron, the AMD logo, and the AMD Opteron logo are trademarks or registered trademarks of Advanced Micro Devices. UNIX is a registered trademark of The Open Group. This software or hardware and documentation may provide access to or information on content, products, and services from third parties. Oracle Corporation and its affiliates are not responsible for and expressly disclaim all warranties of any kind with respect to third-party content, products, and services. Oracle Corporation and its affiliates will not be responsible for any loss, costs, or damages incurred due to your access to or use of third-party content, products, or services.
Contents
Preface ................................................................................................................................................................ vii
Audience...................................................................................................................................................... vii Documentation Accessibility .................................................................................................................... vii Related Documents .................................................................................................................................... vii Conventions ............................................................................................................................................... viii
iii
A User Interface Reference for Oracle BI Mobile B Touch Gestures Used in Oracle BI Mobile C Accessibility Features for Oracle BI Mobile
Using Accessibility Mode with Oracle BI Mobile ............................................................................ C-1
iv
Accessing Oracle BI Mobile Using the Apple iOS VoiceOver Screen Reader ............................ C-1
Index
vi
Preface
The Oracle Business Intelligence Foundation Suite is a complete, open, and integrated solution for all enterprise business intelligence needs, including reporting, ad hoc queries, OLAP, dashboards, scorecards, and what-if analysis. The Oracle Business Intelligence Foundation Suite includes Oracle Business Intelligence Enterprise Edition. Oracle Business Intelligence Enterprise Edition (Oracle BI EE) is a comprehensive set of enterprise business intelligence tools and infrastructure, including a scalable and efficient query and analysis server, an ad-hoc query and analysis tool, interactive dashboards, proactive intelligence and alerts, and an enterprise reporting engine. This guide contains information about using Oracle BI Mobile to access, analyze, and share data from the iPad for viewing actionable intelligence and for making critical and timely business decisions.
Audience
This document is intended for anyone who plans to organize and present data for making critical and timely business decisions using Oracle Business Intelligence Mobile, such as a middle tier administrator, report specialist, departmental reporter, or information consumer. (This guide refers to report specialists and departmental reporters collectively as content designers, and to information consumers as end users.)
Documentation Accessibility
For information about Oracle's commitment to accessibility, visit the Oracle Accessibility Program website at http://www.oracle.com/pls/topic/lookup?ctx=acc&id=docacc. Access to Oracle Support Oracle customers have access to electronic support through My Oracle Support. For information, visit http://www.oracle.com/pls/topic/lookup?ctx=acc&id=info or visit http://www.oracle.com/pls/topic/lookup?ctx=acc&id=trs if you are hearing impaired.
Related Documents
See the Oracle Business Intelligence documentation library for a list of related Oracle Business Intelligence documents. See also the following related documents:
vii
The Oracle Business Intelligence chapter in the Oracle Fusion Middleware Release Notes for your platform Oracle Fusion Middleware User's Guide for Oracle Business Intelligence Enterprise Edition
In addition, go to the Oracle Learning Library for Oracle Business Intelligence-related online training resources.
Conventions
The following text conventions are used in this document:
Convention boldface italic monospace Meaning Boldface type indicates graphical user interface elements associated with an action, or terms defined in text or the glossary. Italic type indicates book titles, emphasis, or placeholder variables for which you supply particular values. Monospace type indicates commands within a paragraph, URLs, code in examples, text that appears on the screen, or text that you enter.
viii
"New Features for Oracle BI Mobile 11g Release 1 (11.1.1.6)" "New Features for Oracle BI Mobile 11g Release 1 (11.1.1.5)"
"New Features for Oracle BI Mobile 11g Release 1 (11.1.1.6.2)" "New Features for Oracle BI Mobile 11g Release 1 (11.1.1.6.0)"
Home page to serve as launch pad for content (access to Recent, Favorites, Dashboards, Local Content, Search). See "What Does the Oracle BI Mobile Application Look Like?" Carousel-style display (for Recent and Favorites). See "Navigating the Carousel and List Display Styles". List-style display. See "Navigating the Carousel and List Display Styles". Dashboard explorer (list of thumbnails) on Home page that lets you navigate the catalog for dashboards. See "Navigating the Oracle BI Presentation Catalog and BI Content on Your iPad". Catalog navigation. See "Navigating the Oracle BI Presentation Catalog and BI Content on Your iPad". A toolbar and a Previous icon. See "Working with the Previous Icon".
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Application launching via "mobile URLs," that is, either from email or from other applications (such as Oracle WebCenter). See "Launching the Mobile Application from a Mobile URL". Seeding the Oracle BI Mobile application with one or more servers for provisioning of servers by URL. See "Server Provisioning Through URL". Multitasking. The Oracle BI Mobile application retains its state when you switch to and from other iPad applications. When you switch back to Oracle BI Mobile, you are returned directly to the screen from which you left the application. See "Switching Between Oracle BI Mobile and Other iPad Applications". Touch interaction allowing tap-and-hold for navigating tables, pivot tables, and trellis views. This enhancement brings the desktop application's right-click menu options into the BI Mobile application. See "Working with Tables, Pivot Tables, and Trellis Views". Graph interactivity. See "Working with Graphs". Trellis view. See "Working with Tables, Pivot Tables, and Trellis Views". Synchronizing of BI Mobile favorites with Desktop favorites. See "Synchronizing Mobile Favorites with Desktop Favorites". Support for viewing and interacting with briefing books. See "Working with Briefing Books". Alerts. See "Working with Alerts and Agents". Search. See "Performing Searches". Scorecards. When embedded in a dashboard page, scorecard views including KPI watchlists, smart watchlists, custom views, strategy maps, strategy trees, strategy wheels, and cause & effect maps may be viewed in their fully-interactive diagram or tabular formats. Scorecard views browsed from the catalog (and not on a dashboard) display in a simplified iPad-optimized table format. See "Working with Scorecard Content". MapView. See "Working with Map Views". Printing BI content wirelessly. See "Printing BI Content". Rich email support, with attachments and with content embedding. Support for two types of URLs that are embedded in emails: one is a regular URL that launches the BI content in a desktop browser, and the other is a URL that launches the BI content in the BI Mobile application). See "Sending BI Content in Email". New layout for prompts. A key subset of dashboard prompts has been redesigned to optimize the prompts for touch interaction. See "Working with Prompts". A dashboard prompts bar. See "Working with Prompts". Graphs are no longer static, they are interactive, and allow for interactions through gestures. See "Working with Graphs". Offline, local storage of content on device memory with the ability to refresh data on-demand. See "Saving Content Locally". Offline mode for access to saved local content without an Internet connection. See "Viewing Local Content".
Platform support for the Apple iPhone and the Apple iPad. Your BI content is available for immediate consumption on your iPad, optimized for mobile viewing without the need to redesign any content. Support for the following BI EE objects: dashboards, analyses, BI Publisher reports, scorecards, and content delivered by agents. In analyses and dashboards, the Oracle BI Mobile application provides all analytic actions (such as drill, action link, prompts, and so on). For BI Publisher, the actions supported match those of the desktop (based on output type). In scorecards, the Oracle BI Mobile application provides a subset of analytic actions.
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1
1
"What Can You Do with Oracle Business Intelligence Mobile?" "Which BI Content is Viewable Using Oracle Business Intelligence Mobile?" "Localization of BI Content"
The Oracle Business Intelligence Mobile application for the iPhone behaves differently than the application documented in this guide. For documentation on the iPhone application, see the 11.1.1.5 version of Oracle Fusion Middleware User's Guide for Oracle Business Intelligence Enterprise Edition.
Navigating the Oracle BI Mobile application is explained in "Navigating the Oracle BI Presentation Catalog and BI Content on Your iPad" and iPad touch gestures that are useful are listed in Appendix B, "Touch Gestures Used in Oracle BI Mobile."
Dashboard Analysis Briefing books BI Publisher report Content delivered by agents Scorecard
For all supported object types, Oracle Business Intelligence Mobile supports rendering of most report content, though content is sometimes altered to optimize for the mobile context. In analyses and dashboards, the Oracle BI Mobile application provides all analytic actions (such as drill, action link, prompts, and so on). For BI Publisher, the actions supported match those of the desktop (based on output type). The Oracle BI Mobile application does not support rendering of RSS feeds or catalog views. External content or content that uses iFrame tags is not supported and is not guaranteed to be rendered correctly.
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Localization of BI Content
Localization of BI Content
You can use the Device Locale setting to determine how BI content is rendered on the iPad. You can specify localization of BI content through the Oracle BI Presentation Services server (with Device Locale set to OFF) or through the iOS default (Device Locale set to ON). Localization of the application shell (that is, the Home page, the toolbar, and so on) is always controlled by the iOS.
Note:
The standard behavior of Apple's mobile operating system requires that the application shell user interface be changed only through the Apple iOS Settings application and not by the Oracle BI Mobile application. The Device Locale toggle in the Oracle BI Mobile application changes the language of the BI content, but not the application shell user interface.
Localization of BI Content
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2
Getting Started with Oracle Business Intelligence Mobile
2
This chapter describes how to acquire Oracle Business Intelligence Mobile, set up user credentials, and configure the application (for example, adding a server connection and setting console logging). The chapter contains the following topics:
"Getting Oracle BI Mobile for Your Apple iPad" "Starting Oracle BI Mobile" "About Oracle BI Mobile User Credentials" "What Does the Oracle BI Mobile Application Look Like?" "Configuring Oracle BI Mobile"
On your iPad, search the App Store for "Oracle". Select the "Oracle BI HD" application, and tap the Install button.
Note:
In Apple's App Store, Oracle Business Intelligence Mobile for iPad is referred to as "Oracle BI HD". This guide refers to the application as "Oracle Business Intelligence Mobile", and "Oracle BI Mobile".
If the BI Presentation Services server that you are connecting to is behind a firewall, you need to connect through a Virtual Private Network (VPN). See your administrator for more information.
"Launching the Mobile Application for the First Time" "Returning to the Mobile Application" "Launching the Mobile Application from a Mobile URL"
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1.
On your device's Home screen, tap the Oracle BI Mobile application icon, shown in Figure 23.
Scroll to read the licensing agreement, and if you agree to the terms, tap Accept. The Login screen is displayed.
3.
Tap the Add Server row (with the blue Add icon) to enter your initial server configuration settings. The Server Setting screen is displayed.
4.
Name. Settings Name. Once set, this name cannot be changed. Host. Server Name. Enter either the IP address (for example: 192.168.1.1) or the fully qualified host name of the computer on which Presentation Services is running (for example, myname.us.oracle.com). If entering the name, ensure that you do not enter an alias or a redirecting URL; otherwise a connection cannot be made. For example, you cannot enter a URL that is a network alias, such as analytics.example.com, when the actual server URL is itfx1234.example.com. Similarly, do not enter a stand-in URL, such as tinyurl.com/1234, which redirects to a server. Port. Enter the port number (for example, 7001). SSL. Tap the toggle to select ON or OFF. SSO. Tap the toggle to select ON or OFF. Username Password Save Password. Tap the toggle to select ON or OFF. If set to ON, the password you enter in the Password field is saved as part of the configuration for the server. If set to OFF, you will be prompted to enter your password each time you launch the application. Device Locale. Tap the toggle to select ON or OFF. If set to ON, the application uses the device's settings for user interface language and region format. If set to OFF, language and region formats are based on the user preferences for Presentation Services. This toggle affects BI content only; setting it to OFF has no bearing on the application shell user interface. Analytics Path. For example, /analytics/saw.dll Publisher Path. For example, /xmlpserver . This setting is mandatory; it is used, however, only if you access any BI Publisher content.
5. 6.
Once you are signed in, you can modify your server configuration or add a new server connection by tapping the Options icon (in the branding bar) and then Settings. For more information, see "Configuring Oracle BI Mobile".
When no server connections are available, you can work with locally-saved content in offline mode by tapping the Offline button in the authentication screen. (You can even work in offline mode when server connections are available and have been defined.)
Specifying user credentials in the Oracle BI Mobile application does not change the credentials used on the Presentation Services server. Oracle BI Mobile uses the same credentials as Presentation Services and does not require any new credentials.
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The start page for the Oracle BI Mobile application on the iPad is the Home page. The Home page is your central hub for initiating navigation and the place you return to after you complete a task. The Home page is made up of several views: Recent, Favorites, Dashboards, Local Content, and Search. If you have previously launched Oracle BI Mobile and have opened BI content, your recently viewed items are displayed for you in the Recent view. Figure 24 shows the Home page.
Figure 24 Home Page
The top bar, called the Status bar, shows you information about your device, including cell signal strength, the current network connection, and battery charge. Below the Status bar is the branding bar, which includes the Options icon. Tap the Options icon to see information and options that include Settings, Logout, Help (this guide), and so on. At the upper edge of the application screen, just below the Status bar, is the Navigation bar. The Navigation bar displays the title of the current view and contains a button that changes your view of BI content from a carousel-style display to a list-style display (when you are in the Recent and Favorites screens). The main screen shows the contents of the current view, such as the list of your dashboards when you are in the Dashboards view, or a carousel-style display of your recent items when you are in the Recent view. At the bottom of the application screen, the Tab bar shows the views you can select when you want to work with the Oracle BI Mobile application.
Your device's Home button takes you out of Oracle Business Intelligence Mobile, back to the Home screen where you can find the Oracle BI Mobile icon along with the other application icons on your device. For a list of unlabeled icons and their names, see Appendix A, "User Interface Reference for Oracle BI Mobile." For a list of iPad gestures that are useful in the Oracle BI Mobile application, see Appendix B, "Touch Gestures Used in Oracle BI Mobile."
Landscape Orientation
You always use Oracle BI Mobile in the landscape orientation. The application is landscaped-lockedavailable in both "landscape-left" and "landscape-right" orientations. The portrait orientation is not available.
Adding, Modifying, and Removing Server Connections Switching Between Servers Server Provisioning Through URL Setting Console Logging Disabling Access to BI Mobile
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In the Settings screen, you can also adjust your setting for sending inline content in emails. For more information, see "Sending BI Content Inline in Email".
Note:
In the branding bar, tap the Options icon, then tap Settings. The Settings screen is displayed.
2. 3.
Tap the Add Server row (with the blue Add icon). In the Server Setting screen, complete the fields. For further information, see the Server Setting screen fields described in "Launching the Mobile Application for the First Time". Tap Save.
4.
In the branding bar, tap the Options icon, then tap Settings. The Settings screen is displayed.
2. 3. 4.
In the row for the server connection you want to modify, tap the blue Next icon. In the Server Setting screen, make your changes. Tap Save.
In the branding bar, tap the Options icon, then tap Settings. The Settings screen is displayed.
2. 3.
In the row for the server connection you want to remove, tap the blue Next icon. Scroll down to the red Delete Server button, and tap it.
Note:
The default server connection cannot be deleted. The default server is the one that has the green checkmark next to it. If you want to delete a server connection that is set as the default, first log out, then switch to a new default server. See "Switching Between Servers".
4.
Tap Done.
In the branding bar, tap the Options icon, then tap Settings. Tap the row for the server connection to which you want to switch.
Getting Started with Oracle Business Intelligence Mobile 2-7
3.
In the confirmation dialog, tap OK. The Oracle BI Mobile application relaunches, with a connection to the new server.
Oracle BI Mobile can configure itself via the URL launch mechanism supported in iOS.
In the branding bar, tap the Options menu, then tap Settings. The Settings screen is displayed.
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2.
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3
Using Oracle Business Intelligence Mobile
3
This chapter describes how to work with Oracle Business Intelligence Mobile. This chapter contains the following topics:
"Navigating the Oracle BI Presentation Catalog and BI Content on Your iPad" "Working with Favorites" "Working with Recent Items and Your History" "Working with Local Content" "Performing Searches" "Sending BI Content in Email" "Printing BI Content"
This chapter discusses working with Oracle BI Mobile and BI content in general terms. For details about working with Oracle BI Mobile in regard to specific BI catalog objects, see Chapter 4, "Working with BI Content."
Note:
You use the All/Highlighted toggle at the top of the screen to specify which parts of the catalog will be included in your search. When you set the toggle to All, the search is performed in all folders (Local, Shared Folders, My Folders). When you set the toggle to Highlighted, the search is performed in the context of the folder that is highlighted in the catalog list. This section includes the following topics:
"Opening an Object in the Catalog" "Navigating the Carousel and List Display Styles" "Navigating Directly to Dashboards" "About Working with BI Content in the Mobile Application"
For information on gestures that you use to interact with the application, see Appendix B, "Touch Gestures Used in Oracle BI Mobile."
To see the contents of a folder, tap the folder in the catalog list. To go up a folder level, tap the arrow to left of the directory path (below the search bar).
2.
When you find the object you want to open, tap it.
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Carousel-style display. In the carousel, to navigate to a favorite object, you can swipe to move to the next item (to the side of the highlighted item), or you can tap the next item to move to it. Then tap it to open it. To open a highlighted folder, tap it or use the spread-fingers gesture. To close a folder, use the pinch gesture; this takes you to the upper-level folder above the folder you closed. List-style display. In a list-style display, drag your finger up or down to navigate the list of objects, and when you see the item you want to view, tap it to open it.
To change from the carousel-style display to the list-style display, or vice versa, tap the respective icon. In the navigation bar, below the Options icon, you can see this carousel/list toggle. When you are in the carousel-style display, the toggle shows the List-style Display icon, and when you are in list-style display, the toggle shows the Carousel-style Display icon. Figure 32 shows the carousel-style display of the Favorites view. Note that at the right edge of the navigation bar, there is the List-style Display icon.
Figure 32 Carousel-style Display of Favorites View
Figure 33 shows the list-style display of the Favorites view. Note that at the right edge of the navigation bar, there is a Carousel-style Display icon.
In the tab bar, tap Dashboards. A list of your top-level dashboards is displayed for you to scroll through. This set of dashboards is identical to the list you see when logged into Oracle BI EE with the desktop application.
2.
Tap a dashboard.
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Refreshing BI Content
If the Refresh option is available, then you can refresh the data associated with the open BI content. The Refresh option updates the data associated with the object you are viewing; the Refresh option does not update any other modifications that may have happened to the report while you have had it open. To refresh BI content:
1. 2.
Open the object. Tap the Options icon and then tap Refresh. The query is rerun and the content is refreshed.
Tap the Options icon and then tap Properties. Review the catalog information. When finished, tap Done.
The Apply Customizations option is visible in the Options menu only for dashboards in which the user has saved some customizations (through the desktop application). For information on saving dashboard customizations, see "What Are Saved Customizations for Dashboard Pages?" in Oracle Fusion Middleware User's Guide for Oracle Business Intelligence Enterprise Edition.
"Adding Favorites in Oracle BI Mobile" "Synchronizing Mobile Favorites with Desktop Favorites"
The BI content is added to your list of favorites. To open a favorite: 1. In the tab bar, tap Favorites. The Favorites screen is displayed.
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2. 3.
(Optional) Tap the List-style Display icon or the Carousel-style Display icon to change the view from a list of favorites to a carousel. Tap the favorite you want to open.
While viewing BI content, tap the Options icon. Tap Save to Local. (Optional) Give the BI content a new name. Tap OK.
Note:
There are security measures you can take with your iPad, outside of Oracle BI Mobile, that can enhance the security of your BI content and your organization's data. For example, you can enforce device security policies with regard to password protection. You can also remotely wipe the device clean in case of theft or loss.
(Optional) In the Server Connections screen, tap Offline. You do not need to be offline to view local content. Take this step if you want to see only local content (that is, no live content from a BI Presentation Services server).
2. 3.
In the Local view, swipe to scroll through your local content. Tap the thumbnail for the BI object you want to view.
When viewing BI content that is saved locally, you can readily see that the content you are viewing is a local copy rather than live content, because "Local Copy" appears immediately after the name. You can refresh your Local content while in online mode to fetch data changes from the server. To refresh your local content:
If you are in Offline mode and you want to refresh BI content you are viewing locally:
1. 2. 3. 4.
Tap the Back button to return to the Home page. Tap the Options icon, and then tap Login [your BI Presentation Services server]. Tap Local, and return to the BI content you were viewing. Tap the Options icon, and then tap Refresh. The timestamp on the BI object thumbnail, when in the Local view, shows the time that you refreshed it from the server.
If you are in Online mode and you want to refresh BI content you are viewing locally:
1.
Performing Searches
Performing Searches
Oracle Business Intelligence Mobile provides the same search behaviors as the desktop version of Oracle BI EE. In the Oracle BI Mobile application, you can search on catalog object name, catalog object type, and description. The search is restricted to objects you can view with Oracle Business Intelligence Mobile. The Search view displays the search directory below the search criteria field. When the All/Highlighted toggle is set to Highlighted, the search directory represents the base directory from which your search will be performed. If the toggle is set to All, the search will be performed across all folders (My Folders, Shared Folders, Local Content). You can change your search options using the Search Settings screen. The Search Settings screen is accessed from the Search screen. For more information, see "Adjusting Search Settings". Figure 35 shows the Search view.
Performing Searches
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Performing Searches
To the right of the Search field, tap the gear icon. In the Search Settings dialog, tap the ON/OFF toggles for each type of catalog object you want to include or exclude in searches. When you are finished, tap Done.
2.
In the Search field at the top of the Search view, enter your search criteria. An example of criteria is "UPC*" to search all content for which the content name begins with "UPC". The syntax of the search string is identical to that of the desktop version of Oracle BI EE, including usage of special characters. Search criteria are case-insensitive. See the reference topic about the Search pane in Oracle Fusion Middleware User's Guide for Oracle Business Intelligence Enterprise Edition.
3.
Tap the Search button in the keyboard, as shown in Figure 37. Your search is performed on the server and the search results are displayed in a list. Tap a row to open BI content.
Send email with only links. When you tap the Options icon and then choose the email option you prefer, an email window is launched, with links to the BI content embedded in the body of the email. The links are two URL types: one is a regular browser-launchable URL pointing to the content, and the other is a URL that launches the content in the recipient's instance of the Oracle BI Mobile application. Your recipient receives the two URLs, and then chooses how to view the BI content. Note that some BI content linked to with a browser-launchable URL may not display correctly, depending on the recipient's browser. For example, if you send a link to BI content that includes a graph, and your recipient is using a browser such as Microsoft Internet Explorer 7.0, the graph will not display correctly. The BI content should ideally be launched in a browser such as Microsoft Internet Explorer 9 (or higher), Mozilla Firefox, or Google Chrome.
Send email with an attachment. Choosing this option enables you to keep the size of the email smaller than if you include incline content. Depending on the email client your recipient is using, the attachment you send may be unviewable, or images and text may be displayed incorrectly. Send email with an attachment and with inline content. It is important to note that having the BI content included inline in the email can add to the size of the attachment. Also, BI content sent inline in emails may display incorrectly in older
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email clients. You determine whether inline content is included or not included using the Email Inline Content setting in the Settings screen, as described in "Sending BI Content Inline in Email". To send BI content in an email:
1.
While viewing the BI content, tap the Options icon, then tap one of the following:
Email (links only) An email is created, embedded with links to the content. No actual content is attached.
Email (with attachment) An email is created, embedded with the BI content as an attachment.
2. 3.
Enter the recipient's email address, and any accompanying message. Tap Send.
While viewing local BI content, tap the Options icon, then tap Email (with attachment). Enter the recipient's email address, and any accompanying message. An email is created, embedded with the local BI content as an attachment.
3.
Tap Send.
In the branding bar, tap the Options menu, then tap Settings. The Settings screen is displayed.
2.
In the Settings screen, in the Email Inline Content row, tap ON. After you modify this setting and when you email BI content, whether you embed a link to the content or you embed the content itself as an attachment, the content is included inline in the email as well.
Printing BI Content
Printing BI Content
If you are using an iPad that supports multitasking (that is, a device running iOS 4.2 or later), you can wirelessly print BI content.
Note:
For the printer discovery and execution of print jobs provided by the Apple iOS, you must have an AirPrint-enabled printer connected to the same wireless network as your iOS device.
To print BI content:
1. 2.
The XML format is not supported for printing. While you can view FO-formatted XML (XSL-FO) using Oracle BI Mobile, XML data cannot be printed from your mobile device.
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4
Working with BI Content
4
This chapter covers details of using the Oracle Business Intelligence Mobile application to work with specific object types within the catalog. This chapter includes the following topics:
"Working with Analyses and Dashboards" "Working with Tables, Pivot Tables, and Trellis Views" "Working with Graphs" "Working with Prompts" "Working with Map Views" "Working with Oracle BI Publisher Content" "Working with Scorecard Content" "Working with Alerts and Agents" "Working with Briefing Books"
When a dashboard has multiple pages, tap the page icon (at the right side of the page-title area) to access a list of the available pages and tap again to navigate to one of them. See Figure 42.
Figure 42 Dashboard Page Icon
Portal header Report links Edit link in empty home dashboard Embedded content (iframe) view Alerts view Logical SQL view Create Segment view Create Target List view Briefing books
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Folder view
Because there is no usage of right-click on an iPad, this guide refers to the "right-click menu" as the "context menu."
Tap an empty area of the graph. Tap on a different graph marker. (This launches a new tooltip.)
Note: If an analysis includes graphs for sectioned pivot table views, these graphs do not support any interactions in Oracle BI Mobile.
Figure 44 shows the same prompts bar as above, along with a prompt for selecting display years.
Figure 44 Prompt in a Dashboard
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Simple prompt. Displays when there is a small number of entries in the prompt list. The simple prompt is optimized for the user's quick selection of items from the list. Advanced prompt. Displays when there is a relatively large number of entries. Additional options are included that support filtering of the larger list.
Figure 45 shows a simple list prompt that accepts multiple entries from the user.
Figure 45 Simple Prompt Showing Checkbox Input Option
The Show Selections button is a toggle that switches to Show All. When you tap Show Selections, only the list items you have selected are shown to you rather than the entire list provided by Show All. The Clear All button enables you to clear all your selections at once.
Working with BI Content 4-5
Selecting an item from the list adds it to the text box that has focus. Tapping the other text box moves the focus there.
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Figure 410 shows a double-thumb slider prompt using a Between operator (a hyphen) to show a range of units from 50 to 300.
Figure 410 Slider Prompt with Between Operator
In the prompt dialog, tap the gear icon. Select a search operator:
In the Search Options dialog, tap the Operator row. Tap the operator you want to use, for example Is Like. Your selection of a search operator returns you to the Search Options dialog.
3. 4.
Specify whether you want the search to be case-sensitive by tapping the Case Sensitive toggle to ON or OFF. Tap Back to return to the prompt dialog, then tap Done.
Double-tapping. To render the map as a single visualization using the entire screen, double-tap on it. Panning. To pan, drag the map around with one finger. Zooming. To zoom, use the standard two-finger gesture of pinching and spreading. Drilling. To drill or display a popup with options, use a single tap. Modifying thresholds for slider formats. To edit the text for a slider threshold, tap the text and use the keyboard. Showing or hiding formats. To show or hide a format, tap to check it or uncheck it.
Note:
You can work only with visible formats and you cannot change which formats are available.
4-8 Oracle Fusion Middleware User's Guide for Oracle Business Intelligence Mobile
Figure 412
Map View
Figure 413 shows the same map view expanded to fill the entire screen.
Figure 413 Map View in Full Screen
You can move back and forth between the expanded and unexpanded map views. To return to the unexpanded map view:
1.
Tap the Previous icon (at the top left of the screen).
You can display a legend for the map. To view the map legend:
1.
Figure 414
The My Location feature enables you to find your current location on a map and place a pin on it. To view your location:
1.
Figure 415
2.
If prompted to allow the application to use your location, tap Allow. The My Location icon appears inactive while the application searches for your location. If your location can be found, a pin is displayed at the position where the device calculates your location to be. If your location cannot be found, a message is displayed.
4-10 Oracle Fusion Middleware User's Guide for Oracle Business Intelligence Mobile
scorecard content on the iPad. You can view KPI watchlists, smart watchlists, custom views, strategy maps, strategy trees, strategy wheels, and cause & effect maps.
Note:
For interactive use on an iPad, it is strongly recommended that scorecard views be embedded in a dashboard rather than requiring that the mobile user open the files directly from the catalog.
You can also open scorecard content (except smart watchlists) directly from the Oracle BI Presentation Catalog; this displays the content in a simplified table format. (See Figure 418.) In Oracle BI Mobile, a subset of the context menu options are available. You can access the context menu in a watchlist or for a diagram node by using the tap-and-hold gesture. To zoom in or out in all of the scorecard graphical diagrams (except for the strategy wheel), use the pinch gesture. In the strategy wheel, use the pinch gesture to increase or decrease the number of concentric rings displayed. Figure 416 and Figure 417 show two versions of a strategy treethe first is on the desktop version of Oracle BI EE, and the second is the same strategy tree viewed in Oracle BI Mobile.
Figure 416 Strategy Tree As Viewed in the Desktop Version of Oracle BI EE
Figure 417
Figure 418 shows a DHTML view of a strategy tree. This is how the strategy tree is displayed when opened in Oracle BI Mobile from the catalog.
Figure 418 Scorecard Content in a Simplified Table Format
4-12 Oracle Fusion Middleware User's Guide for Oracle Business Intelligence Mobile
When the Alerts bar is not visible, the Alert icon appears to the left of the Home icon on the title bar. You can open BI content associated with alerts. To open the BI content associated with an alert:
1.
In the Alerts bar, tap the alert. The BI content associated with the alert is displayed.
You can clear an individual alert or multiple alerts at once. When you clear an alert in the mobile environment, its elimination is synchronized with the desktop version of Oracle BI EE. Likewise, when you clear an alert in the desktop environment, its elimination is synchronized in the mobile environment. To clear an alert, do one of the following:
In the Alert bar, swipe upward with two fingers on the alert you want to clear.
In the Alert bar, tap and hold until the Close control (an X) appears in the upper-left corner of the alert thumbnail.Tap the Close control. When finished, tap outside the Alert bar to exit the clearing mode. When all your alerts have been cleared, the Alert bar disappears. As with the desktop version of Oracle BI EE, you can execute agents in the Oracle BI Mobile application through a schedule. To run an agent from the Alerts bar:
1. 2. 3.
In the Alerts bar, tap the alert associated with the agent you want to run. In the alert's view, tap Run Agent. Tap Done. The agent executes, and when complete, a success or failure message displays. When execution is successful, the Alerts screen is updated appropriately.
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A
A
Home icon Add icon Next icon List-style Display icon Carousel-style Display icon Previous icon Dashboard page icon
Table A1 (Cont.) User Interface Graphics Used in Oracle BI Mobile Icon Name Legend icon
A-2 Oracle Fusion Middleware User's Guide for Oracle Business Intelligence Mobile
B
B
Table B1 (Cont.) Gestures Used to Interact with Oracle BI Mobile Gesture Drag (Two-Finger) How to Perform Drag two fingers. What It Does In a scorecard, to scroll a watchlist, drag two fingers. To scroll a dropdown list, if a one-finger drag does not work, drag two fingers. Flick Pinch Flick a finger quickly across the screen. Pinch two fingers together or apart. Flick to scroll or pan quickly. In a map, pinch to zoom out or in. In most scorecard diagrams, pinch to zoom out or in. In a scorecard strategy wheel, pinch to increase or decrease the number of concentric rings displayed. Swipe Four-Finger Swipe Swipe quickly to the right. Swipe up with four fingers to reveal the multitasking bar. Swipe down with four fingers to hide the multitasking bar. In a list, swipe on an item to delete it. This is a multitasking gesture. This gesture reveals the multitasking bar so that you can move between iPad applications.
B-2 Oracle Fusion Middleware User's Guide for Oracle Business Intelligence Mobile
C
C
"Using Accessibility Mode with Oracle BI Mobile" "Accessing Oracle BI Mobile Using the Apple iOS VoiceOver Screen Reader"
You can enable accessibility mode for a user in the user's saved preferences (navigate to My Account and select the Preferences tab). For more information, see "Accessibility Features" in Oracle Fusion Middleware User's Guide for Oracle Business Intelligence Enterprise Edition. When you have VoiceOver set to ON in your iPad's settings, data within a graph is rendered differently in the Oracle BI Mobile application. The graph's data is rendered as a graph-converted pivot table. For more information, see "Accessing Oracle BI Mobile Using the Apple iOS VoiceOver Screen Reader". When you have VoiceOver set to ON in your iPad's settings, access to the carousel-style display (in the Recent view and the Favorites view) is disabled. When VoiceOver is set to OFF, the carousel-style display returns.
Accessing Oracle BI Mobile Using the Apple iOS VoiceOver Screen Reader
You can use the Apple iOS VoiceOver utility to have BI content read to you and to hear the status of gestures you make as descriptions spoken to you. To set the iPad for accessibility:
1. 2. 3.
If you are currently logged in to the Oracle BI Mobile application, log out. On the iPad's home screen, tap Settings. In the General section, scroll down and tap Accessibility.
Accessing Oracle BI Mobile Using the Apple iOS VoiceOver Screen Reader
4. 5.
In the Vision section, tap VoiceOver. Tap the ON/OFF toggle to switch it to ON.
The device is now ready for accessibility using VoiceOver and you can now log back in to Oracle BI Mobile.
Note:
When using Apple iOS VoiceOver, you must restart any open applications before the VoiceOver features can be enabled successfully for those applications.
C-2 Oracle Fusion Middleware User's Guide for Oracle Business Intelligence Mobile
Index
A
Action menu actions, 3-4 agents, 4-13 running, 4-14 alerts, 4-13 clearing, 4-13 opening, 4-13 working with, 4-13 Alerts bar, 4-13 All/Highlighted toggle, 3-2, 3-9 analyses working with, 4-1
C
catalog navigating, 3-1 console logging, 2-6 disabling, 2-8 enabling, 2-8 setting, 2-8 using for debugging, 2-8 Console Logging setting, 2-8
D
dashboards dashboard page icon, 4-2 navigating directly to, 3-4 objects that are disabled when embedded, working with, 4-1 Device Locale setting, 1-3 display carousel-style, 2-5, 3-3 list-style, 2-5, 3-3
B
BI content disabling the Local Content privilege, 3-8 emailing, 3-12 in Oracle Business Intelligence Mobile, 4-1 localizing, 1-3 on iPad, 4-2 opening from the catalog, 3-2 printing, 3-14 refreshing, 3-5 saving locally, 3-7 sending BI content in email as an attachment, 3-12 sending BI content in email as links only, 3-12 sending BI content in email inline and as an attachment, 3-12 sending BI content inline in email, 3-13 sending local BI content in email, 3-13 viewable using Oracle Business Intelligence Mobile, 1-2 viewing locally, 3-8 viewing properties, 3-5 viewing properties of, 3-5 BI Publisher content working with, 4-10 bi-directional text, 1-3 branding bar, 2-5 briefing books working with, 4-14
4-2
F
favorites adding, 3-6 opening, 3-6 pre-populated list, 3-6 removing, 3-6 synchronization of desktop with mobile, 3-6, 3-7 working with in Oracle Business Intelligence Mobile, 3-6 Favorites screen, 3-6
G
gestures reference, B-1 touch-based interface rather than mouse-based, 3-4 graphs viewing, 4-1 working with, 4-3
Index-1
H
Home button, 2-6
R
right-click menu, 3-4
I
icons reference of user interface graphics, A-1
S
saved customizations applying to dashboards, 3-5 scorecards working with, 4-10 search, 3-11 adjusting search settings, 3-10 performing searches, 3-9 Search button in keyboard, 3-12 Search screen, 3-9 navigating, 3-10 server connections adding, 2-7 modifying, 2-7 removing, 2-7 Server Setting screen, 2-2 servers switching between, 2-7 Settings screen, 2-6 setting console logging, 2-8 Status bar, 2-5
L
landscape orientation, 2-6
M
main screen, 2-5 map views full-screen, 4-9 returning to the unexpanded view, 4-10 working with, 4-8 multitasking, 2-6
N
Navigation bar, 2-5
O
online help navigation, 2-6 Options icon, 2-5, 3-4 Options menu, 3-4 Oracle BI Presentation Catalog, 3-1 Oracle Business Intelligence Mobile about, 1-1 appearance, 2-4 configuring, 2-6 disabling access, 2-9 downloading and installing, 2-1 favorites, 3-6 Local content, 3-7 Recent items, 3-7 server connections, 2-7 starting, 2-2
T
Tab bar, 2-5 tables working with, 4-3 trellis views tooltips, 4-3 working with, 4-3
U
user credentials Oracle Business Intelligence Mobile, Presentation Services, 2-4 2-4
P
pivot tables working with, 4-3 Previous icon, 3-5 prompts about advanced prompts, 4-5 about simple prompts, 4-5 appearance, 4-4 date prompts, 4-6 list prompts with text boxes, 4-6 search options, 4-7 slider prompts, 4-6 working with, 4-4
Index-2